Trezy is a financial management platform aimed at small businesses, freelancers, and accountants. It connects to bank accounts to automatically import and categorize transactions, providing a real-time view of cash flow. The platform offers cash flow forecasting, allowing users to project future treasury positions based on recurring revenues and expenses. Trezy enables users to create and manage budgets, track invoices and bills, and identify upcoming financial shortfalls before they occur. It also provides scenario planning tools so businesses can model different financial outcomes. Accountants can use Trezy to manage multiple client portfolios from a single dashboard. The product is designed to be accessible without requiring advanced accounting knowledge, presenting financial data through visual dashboards and simplified reports. Trezy integrates with major French and European banks via open banking connections and supports collaboration between business owners and their accountants.
Target audience and deployment
- Solo / Freelancer
- Startup
- SMB
- Cloud
Key features
Use cases
- Monitor real-time cash flow
- Forecast future treasury positions
- Manage budgets and spending categories
- Identify and prevent cash shortfalls
- Collaborate with accountants on client finances
- Model financial scenarios
Best for
- Small business owners who need to monitor and forecast their cash flow without advanced accounting skills
- Freelancers and entrepreneurs who need to anticipate financial gaps and manage recurring expenses
- Accountants who need to oversee multiple client treasury positions from a single platform